# Samuel Lees

> Samuel Lees is a fee-only financial advisor at Tanager Wealth Management in London, United Kingdom. Tanager Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/samuel-lees/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tanager Wealth Management
- **Based in:** London, United Kingdom
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.60B across 3,161 accounts
- **CRD:** 7777713 (https://adviserinfo.sec.gov/individual/summary/7777713)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 47 employees
- **Disclosures:** None reported
- **Website:** http://www.tanagerwealth.com

## Frequently asked questions

### Is Samuel Lees a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Tanager Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel's firm, Tanager Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Samuel Lees based?

Samuel Lees is based in London, United Kingdom.

### Is Samuel Lees registered with the SEC?

Yes. Samuel Lees is registered as an investment adviser representative in PA (CRD 7777713), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tanager Wealth Management manage?

Tanager Wealth Management reports $1.60B across 3,161 accounts in assets under management.

### How do I contact Samuel Lees?

Through Samuel's website, www.tanagerwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7777713): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.